Estate Planning

We represent wealthy individuals in all aspects of their estate planning. In this context, we prepare sophisticated wills that address our clients' tax and personal goals. In addition, we advise our clients on how best to minimize gift and estate taxes. This often encompasses the creation of various types of trusts—including insurance trusts, grantor-retained annuity trusts, qualified personal residence trusts and credit shelter or dynasty (or generation-skipping) trusts. We develop and implement for our clients many types of sophisticated planning techniques that also help our clients to achieve their personal, business and tax-related goals. Estate planning includes the following:

• Wills and trusts
• Gift giving
• Other transfers of wealth
• Health care documents
• Power of attorney
• Planning for incapacity
• Planning for special needs